Geneos Wealth Management’s Duke Realty Corp. DRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-635
| Closed | -$35K | – | 2719 |
|
|
2022
Q2 | $35K | Sell |
635
-500
| -44% | -$27.6K | ﹤0.01% | 1444 |
|
|
2022
Q1 | $65K | Hold |
1,135
| – | – | ﹤0.01% | 1263 |
|
|
2021
Q4 | $74K | Hold |
1,135
| – | – | ﹤0.01% | 1300 |
|
|
2021
Q3 | $55K | Hold |
1,135
| – | – | ﹤0.01% | 1445 |
|
|
2021
Q2 | $54K | Sell |
1,135
-480
| -30% | -$22.8K | ﹤0.01% | 1447 |
|
|
2021
Q1 | $75K | Hold |
1,615
| – | – | ﹤0.01% | 1428 |
|
|
2020
Q4 | $61K | Sell |
1,615
-15
| -0.9% | -$567 | ﹤0.01% | 1361 |
|
|
2020
Q3 | $59K | Buy |
1,630
+195
| +14% | +$7.06K | ﹤0.01% | 1181 |
|
|
2020
Q2 | $49K | Hold |
1,435
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q1 | $46K | Hold |
1,435
| – | – | ﹤0.01% | 1150 |
|
|
2019
Q4 | $49K | Sell |
1,435
-755
| -34% | -$25.8K | ﹤0.01% | 1276 |
|
|
2019
Q3 | $74K | Hold |
2,190
| – | – | ﹤0.01% | 1008 |
|
|
2019
Q2 | $69K | Hold |
2,190
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q1 | $66K | Hold |
2,190
| – | – | ﹤0.01% | 1014 |
|
|
2018
Q4 | $55K | Sell |
2,190
-238
| -10% | -$5.98K | ﹤0.01% | 1050 |
|
|
2018
Q3 | $68K | Buy |
2,428
+238
| +11% | +$6.67K | ﹤0.01% | 1045 |
|
|
2018
Q2 | $63K | Sell |
2,190
-238
| -10% | -$6.85K | ﹤0.01% | 949 |
|
|
2018
Q1 | $64K | Sell |
2,428
-328
| -12% | -$8.65K | 0.01% | 909 |
|
|
2017
Q4 | $74K | Sell |
2,756
-108
| -4% | -$2.9K | 0.01% | 856 |
|
|
2017
Q3 | $82K | Buy |
2,864
+328
| +13% | +$9.39K | 0.01% | 767 |
|
|
2017
Q2 | $70K | Hold |
2,536
| – | – | 0.01% | 810 |
|
|
2017
Q1 | $66K | Sell |
2,536
-20
| -0.8% | -$521 | 0.01% | 794 |
|
|
2016
Q4 | $67K | Hold |
2,556
| – | – | 0.01% | 732 |
|
|
2016
Q3 | $69K | Buy |
2,556
+20
| +0.8% | +$540 | 0.01% | 699 |
|
|
2016
Q2 | $67K | Hold |
2,536
| – | – | 0.01% | 706 |
|
|
2016
Q1 | $56K | Buy |
+2,536
| New | +$56K | 0.01% | 766 |
|